Defined Benefit (Pension) · DOL Form 5500 · 2022

Robert Gold Pension Plan

Data updated 2026-08-25

$779K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$129,871
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert Gold Retirement Plan and Trust · Sponsored by Robert Gold · New York · Finance & Insurance

$779K in assets, 6 participants

Robert Gold's Robert Gold Retirement Plan and Trust reported $779K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,356 in Finance & Insurance (9,261 peers)

2022 asset change

Robert Gold Retirement Plan and Trust surged 53.5% in 2022 ($508K → $779K) for 6 participants.

#1,356
in Finance & Insurance (9,261 peers)
+53.5%
assets growth YoY

Robert Gold Retirement Plan and Trust among the smaller filed plans by assets

Robert Gold Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$779,227 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Robert Gold Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Gold Retirement Plan and Trust is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 856778104 · Robert Gold PY 2022 · Defined Benefit (Pension)

Robert Gold Retirement Plan and Trust · $779K · 6 · 22nd

  • EOY $779K
  • 5500 6
  • ASSETS 22nd
  • PCT Defined Benefit (Pension)
  • EIN near Sell Consulting Service Corp. Defined Benefit Pension Plan
  • RANK ind #1356

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Robert Gold Retirement Plan and Trust in the asset neighbourhood

Robert Gold Retirement Plan and TrustRobert Gold Retirement Plan …$779KSell Consulting Service Corp. Defined Benefit Pension PlanSell Consulting Service Corp…$780KIvy League Financial Advisors, LLC Cash Balance PlanIvy League Financial Advisor…$778KDoctors on Liens Inc Defined Benefit Pension PlanDoctors on Liens Inc Defined…$778KGary Levinson, PA Defined Benefit Pension PlanGary Levinson, PA Defined Be…$775K
End-of-year total assets ($M) among Robert Gold Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Robert Gold years around the 2022 move

Sponsor-wide plan assets over time

All Robert Gold plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M 20222023 $0.78M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 6 $779K
2023 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$508K
Net Assets (End of Year)$779K
Net Income$272K
Employer EIN856778104
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Robert Gold Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Robert Gold Retirement Plan and Trust, Total assets ($B): 0.000779227 · Participants: 6Robert Gold Retirement Plan and TrustIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Robert Gold Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Robert Gold Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sell Consulting Service Corp. Defined Benefit Pension Plan in AZ ($780K); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert Gold Retirement Plan and Trust assets move in 2022?
Robert Gold Retirement Plan and Trust surged - up 53.5% during 2022, from $508K to $779K. Reported net income was $272K.
Where does Robert Gold Retirement Plan and Trust rank by assets among Form 5500 filers?
Robert Gold Retirement Plan and Trust ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Robert Gold Retirement Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sell Consulting Service Corp. Defined Benefit Pension Plan in AZ ($780K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert Gold Retirement Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A in assets).